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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

850 hedge funds and large institutions have $9.07B invested in Utilities Select Sector SPDR Fund in 2019 Q4 according to their latest regulatory filings, with 156 funds opening new positions, 262 increasing their positions, 284 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
850
Holders Change
+74
Holders Change %
+9.54%
% of All Funds
16.79%
Holding in Top 10
38
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-17.39%
% of All Funds
0.75%
New
156
Increased
262
Reduced
284
Closed
71
Calls
$884M
Puts
$1.7B
Net Calls
-$815M
Net Calls Change
-$177M

Top Buyers

1
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$243M
2
PP
Prudential plc
United Kingdom
+$219M
3
Two Sigma Investments
Two Sigma Investments
New York
+$131M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$100M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$89.5M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$398M
2
Barclays
Barclays
United Kingdom
-$351M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$275M
4
Goldman Sachs
Goldman Sachs
New York
-$215M
5
Bank of America
Bank of America
North Carolina
-$192M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citadel Advisors
176
Citadel Advisors
Florida
$3.41M -$25.4M -392,401 -88%
AAS
177
Avantax Advisory Services
Texas
$3.4M +$995K +15,381 +41%
GWM
178
Geneos Wealth Management
Colorado
$3.4M +$2.39M +37,127 +237%
HWA
179
HCR Wealth Advisors
California
$3.38M +$163K +2,525 +5%
MAFM
180
Mid Atlantic Financial Management
Pennsylvania
$3.38M +$2.35M +36,381 +230%
PFS
181
Prospera Financial Services
Texas
$3.36M -$51.1K -791 -1%
FIM
182
Freedom Investment Management
Connecticut
$3.33M +$3.33M +51,599 New
HCIA
183
Hochman Cole Investment Advisors
Illinois
$3.32M +$58.6K +907 +2%
GAB
184
German American Bancorp
Indiana
$3.28M +$29.3K +453 +0.9%
SW
185
SVB Wealth
Massachusetts
$3.27M +$1.07M +16,533 +48%
PCIA
186
Prime Capital Investment Advisors
Kansas
$3.27M +$149K +2,308 +5%
JGC
187
J. Goldman & Co
New York
$3.24M +$3.24M +50,173 New
MGI
188
MayTech Global Investments
New York
$3.23M – – –
PCTC
189
Perkins Coie Trust Company
Washington
$3.2M +$161K +2,489 +5%
MHI
190
Miller Howard Investments
New York
$3.15M +$2.7M +41,778 +599%
NNP
191
Nachman Norwood & Parrott
South Carolina
$3.08M -$8.66K -134 -0.3%
NB
192
NBT Bank
New York
$3.08M +$21.7K +336 +0.7%
FMC
193
First Merchants Corp
Indiana
$3.08M -$181K -2,806 -6%
TCOO
194
Trust Company of Oklahoma
Oklahoma
$3.04M -$64.6K -999 -2%
BAM
195
Bruderman Asset Management
New York
$3.02M -$443K -6,943 -13%
ABC
196
Associated Banc-Corp
Wisconsin
$2.98M +$61K +944 +2%
TNB
197
TCF National Bank
South Dakota
$2.98M -$105K -1,632 -3%
IC
198
Innealta Capital
Texas
$2.96M -$1.58M -24,397 -35%
AA
199
Apriem Advisors
California
$2.96M -$64.6K -1,000 -2%
CAN
200
Cetera Advisor Networks
California
$2.95M -$800K -12,403 -21%
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